【高成本，相对低铝价，电解铝厂修槽集中度可能会快速释放】金十期货11月20日讯，阿拉丁（ALD）数据显示，在氧化铝成本高企推动下，截至2024年11月15日，国内电解铝即时平均成本超2.1万元，行业亏损面超47%，且目前原料端的压力并未出现缓解迹象。在高成本压制下，部分电解铝厂存在已修电解槽缓启、年度大修槽计划集中停槽的情况。以西南地区某电解铝企业为例，计划将前期压减大修的20台电解槽集中停槽；华北区域某电解铝企业也计划对来年计划大修的电解槽进行集中停槽。这也凸显出，在高成本压力下，部分已亏损、或将要亏损的电解铝厂有较大的意愿将待大修的电解槽进行集中停槽，以减少实际运行带来的损失。
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